Deep dive on Sea Limited
Liked this! Gives me more conviction to buy
I ran businesses in SEA, especially on Lazada & Shopee and I have to say:
This is pure masterpiece.
Great work!
May i know the formula in deriving the valuation? (just simply use NTM EBITDA multiples * Adj EBITDA?)
Liked this! Gives me more conviction to buy
I ran businesses in SEA, especially on Lazada & Shopee and I have to say:
This is pure masterpiece.
Great work!
May i know the formula in deriving the valuation? (just simply use NTM EBITDA multiples * Adj EBITDA?)